Education First
Plain-English learning before major planning decisions.
Educate. Empower. Elevate Your Legacy.
Avoid the Sales Pitch. Get the Education.
Free nonprofit workshops and resources help you make informed financial, estate, healthcare, and charitable giving decisions before you meet with advisers.
About Financial & Estate Literacy
Educate. Empower. Elevate Your Legacy.
Financial and Estate Literacy, Inc. is a nonprofit providing clear education on money, estate, healthcare, and charitable planning without product sales pressure.
No Sales Pitch
No product pitches, no free-dinner pressure, and no referral-fee model.
Better Questions
Know what to ask before signing documents or handing over control.
Family Readiness
Prepare for healthcare, estate, and family conversations before a crisis.
Community Access
Free online and in-person learning for older adults, families, and caregivers.
Legacy Focus
Connect planning choices with family goals, values, and charitable giving.
Programs
Three clear ways to get educated before you decide.
Start with free workshops, tax-wise charitable giving education, or practical questions for vetting an adviser.
Workshops
It’s Your Money and It’s Your Estate
Free workshop series covering financial planning, taxes, healthcare decisions, estate planning, investments, and administration.
Tax-Wise Giving
Plan generosity with clearer questions.
Learn how charitable giving may connect with taxes, estate plans, family goals, and the causes people care about.
Vet Your Advisor
Ask better questions before you hire.
Use Ask First guidance to compare professionals, understand fees and conflicts, and protect your own decision-making.
Schedule
Find a workshop format that works for you.
Start with online workshops, in-person workshops, or the printable schedule while final registration details are confirmed.
Online Workshops
Attend online from anywhere.
Register for a webinar series and receive the details needed to join each session.
In-Person Workshops
Meet at community locations.
Use the printable schedule to confirm current dates, session details, and locations.
Printable Schedule
Keep a copy of the full schedule.
Use the printable schedule for dates, locations, speakers, and registration notes.
Register
Choose one workshop series.
Use the register page and printable schedule as the temporary starting point until the final registration source is approved.
Financial planning
Start Registration
It’s Your Money
For questions about money, taxes, healthcare planning, investments, and giving.
Estate planning
Start Registration
It’s Your Estate
For questions about estate planning, healthcare directives, wills, trusts, philanthropy, and administration.
Vet Your Advisor
Ask First before choosing professional help.
Use simple questions to compare professionals, understand fees and conflicts, and make sure the relationship is clear before deciding.
Avoid pressure
Before a major planning decision, pause and ask how the adviser is paid, what duty applies, and what conflicts may exist.
Tax-Wise Giving
Include charitable giving in the legacy conversation.
Get education on how giving choices may connect with taxes, family goals, estate plans, and the causes people care about.
Plan clearly
Understand where giving may fit into an overall financial plan.
Ask tax questions
Learn why timing, assets, and documentation can matter.
Support causes
Connect giving choices with personal values and long-term plans.
Support the Mission
Help keep financial and estate literacy education free.
Donations and charitable sponsorships help keep workshops and resources free.
Donate to Financial and Estate LiteracySponsors
Sponsors help keep the workshops free.
Community sponsors help make free planning education easier to access.
American Heart AssociationCharitable sponsor
Chapman UniversityCharitable sponsor
CHOC FoundationCharitable sponsor
Library Foundation of Newport BeachCharitable sponsor
Providence Mission Hospital FoundationCharitable sponsor
Segerstrom Center for the ArtsCharitable sponsorSupport the program
Learn more about organizations supporting this work, or become a sponsor.
Resources
Start with one of the core education buckets.
Browse a small, curated starter set instead of a large archive.
Workshops
Schedules, workshop topics, and selected handouts.
Tax-Wise Giving
Charitable giving topics tied to taxes, estates, and legacy goals.
Vet Your Advisor
Ask First forms and guidance for comparing professionals.
Contact
Ask a Question
Email Financial and Estate Literacy, Inc. about workshops, registration, schedules, resources, sponsorship, or the organization.
Organization Details
Financial and Estate Literacy, Inc.
26440 La Alameda Suite 250
Mission Viejo, CA 92691
EIN/Tax ID: 46-1117177